FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.46M
3
+$1.18M
4
OKE icon
Oneok
OKE
+$222K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$215K

Top Sells

1
+$1.71M
2
+$1.05M
3
+$940K
4
T icon
AT&T
T
+$410K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$313K

Sector Composition

1 Technology 18.42%
2 Industrials 15.19%
3 Energy 13.91%
4 Healthcare 11.89%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25.4K 0.02%
1,396
202
$24.8K 0.02%
710
203
$24.1K 0.02%
1,800
204
$23.8K 0.02%
5,000
205
$23.7K 0.02%
1,430
+1,200
206
$23.4K 0.02%
232
207
$22.8K 0.02%
8,000
208
$22.6K 0.02%
520
+320
209
$22.5K 0.02%
1,500
210
$22.4K 0.02%
110
+29
211
$22.3K 0.02%
2,000
212
$22K 0.02%
234
-542
213
$21.9K 0.02%
1,000
214
$21.6K 0.02%
1,110
215
$21.3K 0.02%
1,400
216
$20.8K 0.02%
2,000
217
$20.7K 0.02%
+200
218
$20.6K 0.02%
1,500
219
$20.6K 0.02%
2,000
220
$20.3K 0.02%
500
221
$20.1K 0.02%
1,000
222
$19.9K 0.02%
1,900
223
$19.8K 0.02%
735
224
$19.8K 0.02%
1,000
225
$19.6K 0.02%
600
7 8
9
10 11